First Meeting - In Office

Free · 1 hour

First Meeting - Using gotomeeting (over computer)

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

Free · 1 hour

Financial Plan Review - using gotomeeting (over computer)

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

1 hour 30 minutes

Review & Plan Update Meeting - using gotomeeting (over computer)

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

1 hour

Strategy Meeting (2nd Meeting) - Using gotomeeting (over computer)

I will email you a gotomeeting link approximately 5 minutes prior to meeting time

1 hour

Out-of-Office Appointments - Please Email or Call to schedule

I can come to your home put I will need to plan for travel time as well.

1 hour

Review & Plan Update Meeting - In Office

1 hour

Strategy Meeting (2nd Meeting) - In Office

1 hour

Financial Plan Review - in Office

1 hour 30 minutes

Phone Call (15 Minutes)

Please note if you want me to call you

15 minutes

Phone Call (30 Minutes)

Please note if you want me to call you

30 minutes

Evenings - Please Email or Call Me

Please Email me to request an evening appointment

1 hour